Merino Wealth Management

Merino Wealth Management was founded in 2016 by Chicago Financial Advisor Jessica Merino, CFP?. We take a down-to-earth approach to help make achieving your financial and life goals a reality. At the end of the day, our clients want to feel more confident and less stressed about finances, and in turn, more present and effective in their own lives and businesses. Over the years, while Jessica has helped clients in all walks of life, she has become an expert in helping female entrepreneurs who consider themselves Gen X-ers, Xennials, or Millennials. She understands their challenges so her goal is to help them feel more confident and less stressed as they pursue their financial goals. She loves her work because she finds that it leads to a domino effect of financial empowerment as her clients help themselves and others. Disclosures: Merino Incorporated dba Merino Wealth Management (“MWM”) is a registered investment advisor offering advisory services in the State of IL and in other jurisdictions where exempted. Registration does not imply a certain level of skill or training. The presence of this website on the Internet shall not be directly or indirectly interpreted as a solicitation of investment advisory services to persons of another jurisdiction unless otherwise permitted by statute. Follow-up or individualized responses to consumers in a particular state by “MWM” in the rendering of personalized investment advice for compensation shall not be made without our first complying with jurisdiction requirements or pursuant an applicable state exemption. All written content on this site is for information purposes only. Opinions expressed herein are solely those of “MWM”, unless otherwise specifically cited. Material presented is believed to be from reliable sources and no representations are made by our firm as to other parties’ informational accuracy or completeness. All information or ideas provided should be discussed in detail with an advisor, accountant or

网站

https://www.merinowealth.com/

Merino Wealth Management的外部链接

所属行业

金融服务

规模

2-10 人

总部

Chicago，Illinois

类型

自有

创立

2016

领域

Cash Flow Management、Business Financial Planning、Retirement Planning、Family Finances、Employee Benefits、Income Planning、Education Funding、Income Planning和Equity Compensation